A detailed history of Valley Financial Management, Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Valley Financial Management, Inc. holds 149,771 shares of SPSM stock, worth $6.74 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
149,771
Previous 67,509 121.85%
Holding current value
$6.74 Million
Previous $2.55 Billion 128.14%
% of portfolio
3.01%
Previous 1.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

BUY
$35.57 - $38.94 $2.93 Million - $3.2 Million
82,262 Added 121.85%
149,771 $5.82 Billion
Q1 2023

May 15, 2023

BUY
$36.04 - $42.08 $2.43 Million - $2.84 Million
67,509 New
67,509 $2.55 Billion

Others Institutions Holding SPSM

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
Track This Portfolio

Track Valley Financial Management, Inc. Portfolio

Follow Valley Financial Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valley Financial Management, Inc. with notifications on news.